ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 370 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $778,612 | -18.9% | 2,883 | -15.9% | 0.16% | -14.2% |
| Q2 2023 | $960,425 | +103842.1% | 3,427 | +1.3% | 0.18% | -12.9% |
| Q1 2023 | $924 | -8.8% | 3,383 | -5.3% | 0.21% | -3.2% |
| Q4 2022 | $1,013 | -99.9% | 3,572 | -7.9% | 0.22% | +1.9% |
| Q3 2022 | $981,000 | -13.3% | 3,878 | -7.9% | 0.21% | -10.9% |
| Q2 2022 | $1,132,000 | -8.6% | 4,210 | -1.9% | 0.24% | +16.0% |
| Q1 2022 | $1,239,000 | -4.4% | 4,292 | -0.5% | 0.21% | -0.5% |
| Q4 2021 | $1,296,000 | +4.9% | 4,315 | -3.6% | 0.21% | -3.7% |
| Q3 2021 | $1,235,000 | -0.4% | 4,477 | -1.5% | 0.22% | 0.0% |
| Q2 2021 | $1,240,000 | -16.3% | 4,546 | -22.5% | 0.22% | -20.4% |
| Q1 2021 | $1,481,000 | +3.9% | 5,866 | +1.1% | 0.27% | +4.2% |
| Q4 2020 | $1,426,000 | +10.9% | 5,800 | +2.5% | 0.26% | -4.8% |
| Q3 2020 | $1,286,000 | +31.2% | 5,661 | +24.6% | 0.27% | -6.8% |
| Q2 2020 | $980,000 | – | 4,545 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,794 | $11,507,000 | 7.35% |
| Sowa Financial Group, Inc. | 30,388 | $7,473,000 | 5.03% |
| First Citizens Financial Corp | 19,195 | $4,672,000 | 4.07% |
| JGP Wealth Management, LLC | 58,474 | $14,776,000 | 3.42% |
| Oakworth Capital, Inc. | 95,927 | $23,589,000 | 3.06% |
| HC Advisors, LLC | 12,738 | $3,132,000 | 2.14% |
| Cadent Capital Advisors, LLC | 16,091 | $3,957,000 | 1.95% |
| Kesler, Norman & Wride, LLC | 28,270 | $6,952,000 | 1.94% |
| PETTYJOHN, WOOD & WHITE, INC | 22,458 | $5,523,000 | 1.41% |
| Mine & Arao Wealth Creation & Management, LLC. | 7,900 | $1,943,000 | 1.40% |